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iShares MSCI EAFE Value ETF
EFV

Overview Fund Activity

305 hedge funds and large institutions have $4.76B invested in iShares MSCI EAFE Value ETF in 2017 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 124 increasing their positions, 73 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
305
Holders Change
+44
Holders Change %
+16.86%
% of All Funds
6.93%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.64%
New
65
Increased
124
Reduced
73
Closed
19
Calls
$227K
Puts
$488K
Net Calls
-$261K
Net Calls Change
-$265K

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$255M
2
Ameriprise
2
Ameriprise
Minnesota
$882M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$174M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$19.3M
5
Bank of America
5
Bank of America
North Carolina
$210M

Top Sellers

1
SCM
1
SCS Capital Management
Massachusetts
$0
2
M&T Bank
2
M&T Bank
New York
$53.8M
3
DT
3
Diversified Trust
Tennessee
$116M
4
SCA
4
Stuart Chaussee & Associates
California
$0
5
GI
5
Glovista Investments
New Jersey
$7.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
76
Gilbert & Cook
Iowa
$4.67M -$208K -3,768 -4%
AA
77
Alesco Advisors
New York
$4.66M +$118K +2,138 +3%
WA
78
Wilshire Advisors
California
$4.61M +$35.6K +645 +0.8%
Millennium Management
79
Millennium Management
New York
$4.57M +$4.57M +82,759 New
UA
80
Unison Advisors
District of Columbia
$4.37M +$4.37M +79,210 New
PFP
81
Pinnacle Financial Partners
Tennessee
$4.35M +$43.9K +796 +1%
HNB
82
Huntington National Bank
Ohio
$4.34M -$3.89M – –
6M
83
6 Meridian
Kansas
$4.29M +$4.29M +77,726 New
AG
84
Advisor Group
Arizona
$4.17M -$1.73M -31,385 -29%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$4.14M -$496K -8,983 -11%
LTFS
86
Ladenburg Thalmann Financial Services
Florida
$4.09M -$600K -10,863 -13%
LFS
87
Lutz Financial Services
Nebraska
$3.85M +$3.85M +69,645 New
WP
88
WealthPLAN Partners
Nebraska
$3.68M +$1.2M +21,786 +48%
TA
89
Trellis Advisors
Washington
$3.57M +$3.57M +64,691 New
Stifel Financial
90
Stifel Financial
Missouri
$3.56M +$113K +2,045 +3%
Franklin Resources
91
Franklin Resources
California
$3.45M – – –
GT
92
Glenmede Trust
Pennsylvania
$3.43M -$184K -3,336 -5%
HighTower Advisors
93
HighTower Advisors
Illinois
$3.41M -$794K -14,405 -19%
UWPG
94
Ullmann Wealth Partners Group
Florida
$3.37M -$2.63M -47,597 -44%
BF
95
BOK Financial
Oklahoma
$3.36M -$923K -16,715 -22%
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$3.36M +$496K +8,982 +17%
1WA
97
180 Wealth Advisors
Washington
$3.36M +$3.36M +60,852 New
Mackenzie Financial
98
Mackenzie Financial
Ontario, Canada
$3.32M +$3.32M +60,120 New
CB
99
Community Bank
New York
$3.22M -$6.62K -120 -0.2%
GIM
100
Goelzer Investment Management
Indiana
$3.05M – – –
2 3
4
5 6